TSE:BN

Brookfield Corp (BN.TO)

61.85
+0.83 (1.36%)
as of Jul 10, 2026, 6:26:58 pm Market Open.
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Investor Insights
star iconJul 10, 2026, 12:00 am

This summary was created by AI, based on 51 opinions in the last 12 months.

Brookfield Corp (BN-T) has garnered a mix of opinions from experts, reflecting its complex structure and diverse asset management focus. Many analysts appreciate its core strengths in utilities and infrastructure, emphasizing its strong cash flow potential and favorable positioning in the market. Despite concerns over opaque financing and the recent challenges faced by private credit, several experts recommend BN as a core holding due to its historical earnings growth and anticipated demand for private equity. The stock is currently seen as trading at a discount to its net asset value (NAV), suggesting potential for upside. Analysts point to its robust real estate portfolio and solid management as key factors for long-term investors, though some express caution due to its exposure to market volatility and interest rate sensitivity.

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Consensus
Buy
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Valuation
Undervalued
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Similar
BAM,BN
Unspecified

It was downgraded today with investors worried about real estate in Brookfield Corp - BPY. It will probably clean it up and re-buy. It has great assets

DON'T BUY
Which Brookfield to own?

Yield is around 1.5%, the lowest in the group. You have to evaluate each company separately. He owns BEP.UN and BIP.UN, as he finds those the most attractive long term. With those two, you tap into the Brookfield global, private equity expertise, with a focus on renewables and infrastructure. BN owns a lot of real estate. BAM is asset management. A complicated structure. You have to analyze the risk/reward to see what's right for you. He's not willing to take that much risk for the top of the house at such a low dividend. One thing is there's been more of a shift in office properties and vacancies post-Covid. Absent a significant change in interest rates or lessening of geopolitical issues, we're heading into a weakening economy. If you have a more positive view on real estate than he does, you may want to look at BN.

TOP PICK

Big success story. Parent company. Focused on compounding capital by investing in high-quality investments. Revenue from real estate, private equity, infrastructure, renewables. Expects the smaller dividend yield, because what he wants is capital appreciation. Global powerhouse. Shares came down last year due to rising interest rates and macro headwinds. Good time to buy for the long term. Yield is 1.56%.

(Analysts’ price target is $64.99)
BUY
Too complicated to hold? Effectively, a holding company. Presently, trades at a discount to NAV of approximately $56-57 and it should close this gap. Worth buying, and at these levels. Good job on execution. Not a lot of volatility on fees.
BUY
Still likes. Lots of areas with good growth potential. Invests mainly in hard assets. Global. Customers are large funds. Lots of capital to deploy. During volatility, can buy assets opportunistically and sell at a profit. Core holding, she'd buy here.
TOP PICK
It's BAM renamed. trading cheaply. You're almost getting their real etasate assets fof ree. The rise in interest rates and the return to work. (Analysts’ price target is $64.90)
HOLD
BN and BAM The parent, which owns 75% of BAM. Thinks the December drop in share price was due to its competitor BX dropping 35% in 2 months, and that took the entire sector down. Doesn't matter long term. He's sticking with his allocation of BAM and BN. BAM yields over 4%, BN a bit smaller but it owns a big chunk of BAM plus everything it did before. If things start to pick up, well undervalued. Better days ahead on both.
HOLD

BAM and BN Thinks the December drop in share price was due to its competitor BX dropping 35% in 2 months, and that took the entire sector down. Doesn't matter long term. He's sticking with his allocation of BAM and BN. BAM yields over 4%, BN a bit smaller but it owns a big chunk of BAM plus everything it did before. If things start to pick up, well undervalued. Better days ahead on both.

BUY
BAM and BN Both are good. Solid. Undervalued. Can grow. The reason for the spin-out was to achieve more value and growth. For more torque, though, go with BN-T.
PAST TOP PICK
(A Top Pick Dec 02/21, Down 23%) The original parent co. Spinoff adds about $10 to the total return, which the -23% doesn't reflect. Believes in management and strategy long term. Great alternative asset manager and compounder of wealth over decades. Property costs and rising cost of capital have been headwinds for long-duration assets.
BUY
BN vs. BAM Really likes Brookfield. His preference is to own the parent company, as it has a more unique ability than the individual silos to allocate capital across the platform. He would continue to hold the asset management spinoff, but may not add.
TOP PICK
The new parent company. Likes the top of the pyramid because you get exposure to all the operating subsidiaries, but it can allocate capital opportunistically among those subsidiaries. Good at recycling capital. Ready cash to do M&A. So many levers to create value at a bad time in the market. Undervalued. Attractive in this environment. Yield is 1.65%. (Analysts’ price target is $67.36)
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